Costello Asset Management, INC More: the full row for Costello Asset Management, INC 2,262 $211K 0.08% +330 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 2,249 $210K <0.01% -216 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 2,244 $209K 0.01% -249 13F-HR Timeline Group CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 2,229 $208K 0.02% 0 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 2,218 $207K 0.01% -1,104 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 2,203 $205K 0.08% 0 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 2,200 $205K 0.01% new 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 2,187 $204K 0.01% 0 13F-HR/A Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 2,177 $203K 0.01% 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 2,150 $200K 0.02% 0 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 1,931 $180K <0.01% -850 13F-HR Timeline Quantum Capital Management, LLC / NJ More: the full row for Quantum Capital Management, LLC / NJ 1,899 $177K 0.02% +37 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 1,639 $169K 0.01% +475 13F-HR Timeline LANARK FINANCIAL, INC. 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More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 181 $16.9K 0.02% 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 180 $16.8K 0.01% -145 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 150 $14K <0.01% 0 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 150 $14K 0.01% 0 13F-HR Timeline OLIVER LAGORE VANVALIN INVESTMENT GROUP More: the full row for OLIVER LAGORE VANVALIN INVESTMENT GROUP 145 $13.8K 0.01% 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 147 $13.7K <0.01% new 13F-HR Timeline Group Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 145 $13.5K <0.01% 0 13F-HR Timeline DHJJ Financial Advisors, Ltd. 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WEALTH MANAGEMENT LLC 100 $9.32K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 100 $9.32K <0.01% 0 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 100 $9.32K <0.01% new 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 97 $9.04K <0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 86 $7.97K <0.01% -20 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 70 $6.55K <0.01% -71 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 70 $6.52K <0.01% -88 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 66 $6.15K <0.01% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 64 $5.96K <0.01% new 13F-HR Timeline AMERIFLEX GROUP, INC. 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More: the full row for Cullen/Frost Bankers, Inc. 14 $1.33K <0.01% 0 13F-HR Timeline Group RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 8 $1K <0.01% 0 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 10 $932 <0.01% new 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 7 $664 <0.01% 0 13F-HR Timeline Kessler Investment Group, LLC More: the full row for Kessler Investment Group, LLC 5 $540 <0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 5 $473 <0.01% 0 13F-HR Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 5 $466 <0.01% 0 13F-HR Timeline Group TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 3 $281 <0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 3 $280 <0.01% -47 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 2 $188 <0.01% new 13F-HR Timeline CNB Bank More: the full row for CNB Bank 1 $93 <0.01% 0 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.